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Kizeo Forms logo

Connect Moxie to Kizeo Forms

Automate workflows and sync data between Moxie and Kizeo Forms with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Moxie & Kizeo Forms?

Intelligent Automation Workflows

Leverage 22 available triggers from Moxie to execute 11 targeted actions in Kizeo Forms automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Moxie and Kizeo Forms perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Moxie and Kizeo Forms for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Moxie logo

Moxie

Triggers (22)

Invoice Sent

Triggered when an invoice is sent.

webhook
Task Created

Triggered when a new task is created.

webhook
Task Deleted

Triggered when an existing task is deleted.

webhook
Task Updated

Triggered when an existing task is updated.

webhook
Client Created

Triggered when a new client is created.

webhook
Client Deleted

Triggered when an existing client is deleted.

webhook
Client Updated

Triggered when an existing client is updated.

webhook
Form Submitted

Triggered when a new form is submitted.

webhook
Meeting Updated

Triggered when an existing meeting is updated.

webhook
Project Created

Triggered when a new project is created.

webhook
Project Updated

Triggered when an existing project is updated.

webhook
Payment Received

Triggered when a payment is received.

webhook
Meeting Cancelled

Triggered when a meeting is cancelled.

webhook
Meeting Scheduled

Triggered when a new meeting is scheduled.

webhook
Project Completed

Triggered when an existing project is completed.

webhook
Time Entry Created

Triggered when a new time entry is created.

webhook
Time Entry Deleted

Triggered when an existing time entry is deleted.

webhook
Time Entry Updated

Triggered when an existing time entry is updated.

webhook
Opportunity Created

Triggered when a new pipeline opportunity is created.

webhook
Opportunity Deleted

Triggered when an existing pipeline opportunity is deleted.

webhook
Opportunity Updated

Triggered when an existing opportunity is updated.

webhook
Client Task Approval

Triggered when a task is moved to client approval.

webhook

Actions (4)

Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Create a Task

Create a task in project.

Auth Required
Create a Client

Create a new client record in moxie CRM.

Auth Required
Create a Project

Creates a new project in moxie CRM.

Auth Required
Kizeo Forms logo

Kizeo Forms

Triggers (6)

Event On Data

Handle EventOnData events via webhooks

webhook
Event On Data Pushed

Handle EventOnData push event via webhooks

webhook
Event On Data Deleted

Handle EventOnData delete event via webhooks

webhook
Event On Data Updated

Handle EventOnData update event via webhooks

webhook
Event On Data Finished

Handle EventOnData save event via webhooks

webhook
Event On Data Received

Handle EventOnData receive event via webhooks

webhook

Actions (11)

Push Data

Push a data to a form

Auth Required
Get List Item

Get a specific item from a list

Auth Required
Edit List Item

Edit a specific item in a list

Auth Required
Custom API Call

Send a custom API call to a specific endpoint

Auth Required
Create List Item

Create a new list item in Kizeo Forms

Auth Required
Delete List Item

Delete a specific item from a list

Auth Required
Get All List Items

Get all items from a specific list

Auth Required
Get Data Definition

Get the definition of a data

Auth Required
Get List Definition

Get the definition of a list

Auth Required
Download Standard PDF

Get PDF data of a form

Auth Required
Download custom export in its original format

Download a custom export in its original format

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Moxie trigger → Create/Update in Kizeo Forms

Most Popular
MoxieMoxie

Invoice Sent

Kizeo FormsKizeo Forms

Push Data

When Kizeo Forms trigger → Update Moxie

Bi-directional
Kizeo FormsKizeo Forms

Event On Data

MoxieMoxie

Custom API Call

How It Works

1

Connect Apps

Authenticate your Moxie and Kizeo Forms accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Moxie and Kizeo Forms with 28 available triggers for instant updates.

Automated Actions

Execute 15 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Moxie and Kizeo Forms in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Moxie and Kizeo Forms with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Kizeo Forms logoMoxie logo

Reverse Integration Available

Also connect Kizeo Forms to Moxie for bidirectional automation

View Integration
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All Moxie Integrations

Explore all available Moxie connections

View All Integrations
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All Kizeo Forms Integrations

Explore all available Kizeo Forms connections

View All Integrations

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